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Disclosery

Marotta Asset Management: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marotta Asset Management on VOO, newest first. How the timeline and the estimate are built.

Marotta Asset Management held 8,654 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,654 shares
    Change vs previous 13F -734 shares

    1.03% of the 13F portfolio, value $6,065,036.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,388 shares
    Change vs previous 13F -1,627 shares

    1.07% of the 13F portfolio, value $6,434,896.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 11,015 shares
    Change vs previous 13F -1,260 shares

    1.22% of the 13F portfolio, value $6,634,157.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 12,275 shares
    Change vs previous 13F -1,155 shares

    1.43% of the 13F portfolio, value $7,697,836.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 13,430 shares
    Change vs previous 13F -744 shares

    1.55% of the 13F portfolio, value $8,253,399.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 14,174 shares
    Change vs previous 13F -248 shares

    1.61% of the 13F portfolio, value $8,051,003.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 14,422 shares
    Change vs previous 13F +533 shares

    1.49% of the 13F portfolio, value $7,609,979.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 13,889 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $7,464,541.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).